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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,977 | $107,944-40.7% | $91,994-30.5% | $152,885-58.2% |
| Participation rate | 28.6% | 81.2%-52.6pp | 78.6%-50.1pp | 82.5%-53.9pp |
| Annual return | 27.77% | 89.26%-61.5pp | 69.03%-41.3pp | 345.39%-317.6pp |
| Employer contribution / active EE | $184 | $4,210-95.6% | $3,452-94.7% | $4,763-96.1% |
| Participant deferral / active EE | $2,380 | $6,365-62.6% | $5,923-59.8% | $5,851-59.3% |
| Admin fee / account holder | $731 | $10,521-93.1% | $7,743-90.6% | $11,598-93.7% |